Ground Swell Capital’s Apple AAPL Stock Holding History

Ground Swell Capital’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Buy	6,010 +4,903	+443%	+$1.28M	3.01%	5
2025 Q4	$301K	Buy	+1,107	New	+$297K	0.62%	22
2025 Q1	–	Sell	-2,394	Closed	-$600K	–	156
2024 Q4	$600K	Sell	2,394 -6,085	-72%	-$1.43M	0.9%	21
2024 Q3	$1.98M	Buy	8,479 +5,316	+168%	+$1.19M	1.74%	8
2024 Q2	$666K	Buy	+3,163	New	+$590K	0.52%	20
2024 Q1	–	Sell	-2,023	Closed	-$389K	–	74
2023 Q4	$389K	Buy	+2,023	New	+$374K	1.43%	16
2023 Q3	–	Sell	-49,058	Closed	-$9.52M	–	77
2023 Q2	$9.52M	Buy	+49,058	New	+$8.55M	22.92%	2
2022 Q4	–	Sell	-11,080	Closed	-$1.53M	–	78
2022 Q3	$1.53M	Buy	+11,080	New	+$1.74M	4.36%	2
2022 Q2	–	Sell	-124,388	Closed	-$21.7M	–	140
2022 Q1	$21.7M	Buy	+124,388	New	+$20.9M	55.83%	1
2021 Q4	–	Sell	-19,472	Closed	-$2.75M	–	69
2021 Q3	$2.75M	Buy	19,472 +12,378	+174%	+$1.82M	11.87%	2
2021 Q2	$972K	Buy	7,094 +5,413	+322%	+$701K	4.62%	3
2021 Q1	$205K	Sell	1,681 -6,365	-79%	-$817K	0.66%	65
2020 Q4	$1.07M	Buy	+8,046	New	+$968K	4.09%	4
2014 Q3	$2.21M	Buy	+87,600	New	+$2.15M	4.17%	1

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ground Swell Capital's AAPL Position: Q1 2026 in Review

Ground Swell Capital increased its Apple (AAPL) stake by 443% in Q1 2026, buying an estimated $1.28M and bringing the position to 6,010 shares worth $1.53M. The position accounts for 3.01% of the portfolio, ranked #5.

Ground Swell Capital first reported a position in AAPL in Q3 2014 and has held it in 14 quarters since. The position peaked at $21.7M in Q1 2022. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Ground Swell Capital held 6,010 shares of Apple worth $1.53M as of Q1 2026.
Ground Swell Capital bought 4,903 Apple shares in Q1 2026, an estimated $1.28M.
Apple made up 3.01% of Ground Swell Capital's portfolio in Q1 2026, its #5 holding.
Ground Swell Capital first reported a position in Apple in Q3 2014 and has held it in 14 quarters since.
Ground Swell Capital's Apple position peaked at $21.7M in Q1 2022.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.